Wealth Manager and CEO
Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.
Check the background of this investment professional on FINRA’s BrokerCheck.
LPL Registered Operations Manager
Brittany Maragh has been with the firm for over 3 years. She works side by side with Taylor Winn to provide a high-level client experience for clients. She specializes in account services and supports the advisors with trading & rebalancing.
Brittany is a Cum Laude honor graduate from Georgia Southern University and holds FINRA registration Series 7 and 63 through LPL Financial.